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Anthony Christopher Rossi

Signature Resources Capital Management, LLC

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About Anthony Christopher Rossi

Anthony Rossi is a financial advisor at Signature Resources Capital Management, LLC. Anthony has been in the industry since 2009 and has worked for various firms including Park Avenue Securities LLC and Capital Synergy Partners. Anthony is registered as an investment advisor representative in California and Texas. He is also a licensed insurance agent in California. Anthony offers financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension plans.

Firm Information

Anthony Rossi is currently registered with Signature Resources Capital Management, LLC. Signature Resources Capital Management, LLC is an investment advisor based in Newport Beach, California. The firm manages approximately $218.8 million in assets for individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and other investment advisors. Their advisory services include financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
Signature Resources Capital Management, LLC

120 NEWPORT CENTER DR

NEWPORT BEACH, CA 92660

$218.80M

Assets Under Management

31

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Rossi’s Registration & Firm History

CA

12/13/2022 - Present

Signature Resources Capital Management, LLC (NEWPORT BEACH CA)

CA

12/07/2015 - 04/22/2019

PARK AVENUE SECURITIES LLC (NEWPORT BEACH CA)

CA

05/21/2014 - 11/10/2015

CAPITAL SYNERGY PARTNERS (IRVINE CA)

CA

07/16/2009 - 06/11/2012

MML INVESTORS SERVICES, LLC (ONTARIO CA)

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Licenses & Designations

BOTH

Issued 12/21/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Anthony Christopher Rossi. Review regulatory record here.
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